RSWM
Robertson Stephens Wealth Management’s Royal Bank of Canada RY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,498
| Closed | -$252K | – | 525 |
|
|
2024
Q1 | $252K | Hold |
2,498
| – | – | 0.01% | 450 |
|
|
2023
Q4 | $253K | Hold |
2,498
| – | – | 0.02% | 406 |
|
|
2023
Q3 | $218K | Hold |
2,498
| – | – | 0.01% | 418 |
|
|
2023
Q2 | $239K | Hold |
2,498
| – | – | 0.02% | 383 |
|
|
2023
Q1 | $239K | Hold |
2,498
| – | – | 0.02% | 399 |
|
|
2022
Q4 | $235K | Sell |
2,498
-894
| -26% | -$84.1K | 0.02% | 371 |
|
|
2022
Q3 | $305K | Hold |
3,392
| – | – | 0.03% | 276 |
|
|
2022
Q2 | $328K | Hold |
3,392
| – | – | 0.03% | 285 |
|
|
2022
Q1 | $374K | Hold |
3,392
| – | – | 0.03% | 278 |
|
|
2021
Q4 | $360K | Hold |
3,392
| – | – | 0.03% | 294 |
|
|
2021
Q3 | $337K | Hold |
3,392
| – | – | 0.04% | 244 |
|
|
2021
Q2 | $343K | Hold |
3,392
| – | – | 0.04% | 248 |
|
|
2021
Q1 | $312K | Hold |
3,392
| – | – | 0.05% | 231 |
|
|
2020
Q4 | $278K | Hold |
3,392
| – | – | 0.06% | 201 |
|
|
2020
Q3 | $237K | Buy |
+3,392
| New | +$237K | 0.06% | 207 |
|